WisdomTree Inc. (WT) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
WisdomTree Inc. stock (WT) is currently trading at $13.91. WisdomTree Inc. PE ratio is 17.65. WisdomTree Inc. PS ratio (Price-to-Sales) is 3.80. Analyst consensus price target for WT is $19.04. WallStSmart rates WT as Buy.
- WT PE ratio analysis and historical PE chart
- WT PS ratio (Price-to-Sales) history and trend
- WT intrinsic value — DCF, Graham Number, EPV models
- WT stock price prediction 2025 2026 2027 2028 2029 2030
- WT fair value vs current price
- WT insider transactions and insider buying
- Is WT undervalued or overvalued?
- WisdomTree Inc. financial analysis — revenue, earnings, cash flow
- WT Piotroski F-Score and Altman Z-Score
- WT analyst price target and Smart Rating
WisdomTree Inc.
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WT Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · WisdomTree Inc. (WT)
WT trades at a significant discount to its Graham intrinsic value of $35.10, offering a 54% margin of safety — a level value investors typically seek before buying.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
WisdomTree Inc. (WT) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in return on equity, operating margin, revenue growth. Overall metrics suggest strong investment potential with favorable risk/reward.
WisdomTree Inc. (WT) Key Strengths (6)
Every $100 of shareholder equity generates $27 in profit
Keeps $41 of every $100 in revenue after operating costs
Revenue surging 33.20% year-over-year
Earnings per share surging 58.10% year-over-year
Keeps $22 of every $100 in revenue as net profit
117.83% of shares held by major funds and institutions
Supporting Valuation Data
WisdomTree Inc. (WT) Areas to Watch (4)
Premium pricing at 4.5x book value
Small-cap company with higher risk but more growth potential
Growth is fairly priced, not cheap, not expensive
Revenue is fairly priced at 3.80x sales
WisdomTree Inc. (WT) Detailed Analysis Report
Overall Assessment
This company scores 80/100 in our Smart Analysis, earning a B+ grade. Out of 10 metrics analyzed, 6 register as strengths (avg 10.0/10) while 4 fall into concern territory (avg 5.3/10). All four categories (Growth, Profitability, Valuation, and Quality) show healthy scores, indicating broadly sound fundamentals.
The Bull Case
The strongest argument centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with Return on Equity at 26.80%, Operating Margin at 40.70%, Profit Margin at 22.10%. Growth metrics are encouraging with Revenue Growth at 33.20%, EPS Growth at 58.10%.
The Bear Case
The primary concerns are Price/Book, Market Cap, PEG Ratio. Some valuation metrics including PEG Ratio (1.54), Price/Sales (3.80), Price/Book (4.53) suggest expensive pricing.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Price/Book improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 26.80% currently healthy but needing to be sustained. Third, growth sustainability, with Revenue Growth at 33.20% strong but requiring continuation.
Risk Considerations
Based on the metric profile, this is a moderate risk investment. The weight of evidence leans positive, with more strengths than concerns. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
The combination of Return on Equity and Operating Margin makes a compelling case at current levels. The key risk is Price/Book, but the overall fundamental picture is positive with a clear path to maintaining or improving the current B+ grade.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
WT Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
WT's Price-to-Sales ratio of 3.80x trades at a deep discount to its historical average of 28.74x (19th percentile). The current valuation is 98% below its historical high of 213.56x set in Feb 2007, and 659% above its historical low of 0.5x in Oct 2001. Over the past 12 months, the PS ratio has compressed from ~4.9x as trailing revenue scaled faster than the stock price.
WallStSmart Analysis Synopsis
Data-driven financial summary for WisdomTree Inc. (WT) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
WisdomTree Inc. is a strong growth company balancing expansion with improving profitability. Revenue reached 494M with 33% growth year-over-year. Profit margins are strong at 22.1%, reflecting pricing power and operational efficiency.
Key Findings
Revenue growing at 33% YoY, reaching 494M. This pace significantly outperforms most ASSET MANAGEMENT peers.
ROE of 2680.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Debt-to-equity ratio of 2.31 is elevated. High leverage amplifies both gains and losses and increases financial risk.
What to Watch Next
Growth sustainability: can WisdomTree Inc. maintain 33%+ revenue growth, or will competition slow it down?
Dividend sustainability with a current yield of 87.0%. Watch payout ratio and free cash flow coverage.
Debt management: total debt of 957M is significantly higher than cash (312M). Monitor refinancing risk.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact WisdomTree Inc..
Bottom Line
WisdomTree Inc. offers an attractive blend of growth (33% revenue expansion) and improving fundamentals. The company is transitioning from pure growth to profitable growth, a critical inflection point. Watch for sustained margin expansion as the key signal.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions
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About WisdomTree Inc.(WT)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
WisdomTree Inc. (WT) is a prominent exchange-traded fund (ETF) and asset management firm founded in 2006, recognized for its innovative fundamentally weighted investment strategies that cater specifically to the nuanced needs of institutional investors. The firm provides a diverse array of ETFs that cover various asset classes and geographical regions, driven by proprietary research and market insights aimed at maximizing returns while managing risk effectively. With a commitment to transparency and cost efficiency, WisdomTree is well-equipped to navigate changing market dynamics and fulfill the evolving requirements of its client base, positioning itself as a forward-thinking leader in the asset management industry.